JACKIE BENNETT Financial Services, Amarillo, TX.

We Take A Personal Interest - Protecting What You Value Most

At  JACKIE BENNETT Financial Group, we take a personal interest – protecting what our clients value most.

Jackie Bennett opened her agency in 1983.   She has access to a wide variety of coverages to protect you, your family and your business. This includes asset management, life insurance, business planning, estate planning, retirement planning, home and auto insurance,and commercial insurance, among other coverages to serve your personal and business needs.  Your needs, and the needs of your family and your business, are unique. There is no one-size-fits-all solution for the needs of my clients.

That’s why it’s an important first step for us to sit down and discuss your situation – to review current insurance coverages, as well as talk about your plans and goals for the future.

At JACKIE BENNETT Financial Group, we call this a Professional Insurance Review (PIR). A PIR will do more than analyze your current situation – it will help us determine how we can best work together to make your dreams and goals a reality.

Savings Accumulation

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Financial IQ Test

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Required Minimum Distributions

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Savings Goals

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Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

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